Portfolio (Quarterly) Guide ↗

SUMITOMO LIFE INSURANCE CO

· CIK 0000937760

13F Portfolio $4.3B AUM 282 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 192 Added 74 Reduced 11 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADP	AUTOMATIC DATA PROCESSING IN COM	Industrials	7,512	$1.9M	0.05%	SOLD
2	BR	BROADRIDGE FINL SOLUTIONS IN COM	Technology	5,421	$1.2M	0.03%	SOLD
3	CSGP	COSTAR GROUP INC COM	Real Estate	14,090	$947K	0.03%	SOLD
4	ELV	ELEVANCE HEALTH INC FORMERLY COM	Healthcare	1,989	$697K	0.02%	SOLD
5	POOL	POOL CORP COM	Industrials	2,773	$634K	0.02%	SOLD
6	PYPL	PAYPAL HLDGS INC COM	Financial Services	7,448	$435K	0.01%	SOLD
7	ADBE	ADOBE INC COM	Technology	1,149	$402K	0.01%	SOLD
8	RYAN	RYAN SPECIALTY HOLDINGS INC CL A	Financial Services	5,059	$261K	0.01%	SOLD
9	IP	INTERNATIONAL PAPER CO COM	Consumer Cyclical	4,955	$195K	0.01%	SOLD
10	DUOL	DUOLINGO INC CL A COM	Technology	783	$137K	0.00%	SOLD
11	VEEV	VEEVA SYS INC CL A COM	Healthcare	558	$125K	0.00%	SOLD

Sector Allocation

Technology 33.8%

Financial Services 15.0%

Communication Services 11.4%

Healthcare 9.5%

Consumer Cyclical 8.9%

Industrials 7.6%

Consumer Defensive 5.3%

Utilities 3.3%

Energy 2.5%

Basic Materials 2.0%